David Goldstein

The SaaS dead narrative is being applied indiscriminately to ALL software. But the real losers are point solution SaaS single-purpose tools like DocuSign, Asana, Salesforce. The real winners are platform companies that can become the operating system for AI agents. $MSFT and $ORCL are platforms, not point solutions. They are the infrastructure layer that AI agents run ON. The irony is the SaaSpocalypse should long-term be bullish for both: more AI agents = more Azure compute = more Oracle database queries = more revenue. Price creates its own narrative. A stock falling 50% looks like it deserves to fall 50%. Most investors don't dig deeper or waiting for actual numbers because of capex fears. MSFT reports April 28. ORCL reports June 8. Those are the first moments the market gets real confirmation or denial of whether the infrastructure thesis is correct. The market does NOT yet know: 1. Whether ORCL's $553B backlog converts on schedule ❓ 2. Whether Azure guides 40%+ acceleration on April 28 ❓ 3. Whether Copilot adds 20M+ paid seats by June ❓

You ask if this bipolar arrangement will happen. Of course it will. Human beings, left to their own opinions, always prefer the appearance of strength to the reality of wisdom. They fear weakness more than they love the Good. So one rising power challenges the established one, each convinced its way is best, each convinced the other threatens its very existence. The frozen conflict, the economic strains, the client-state arrangements. They are the natural fruit of souls and cities ruled by appetite and honor rather than knowledge.

Look upon these two great cities that now divide the earth. One prizes freedom and innovation yet slides toward license and the rule of the rich; the other prizes order and strength yet bows before the honor of the state and the few who direct it. Each gathers auxiliaries and guardians, one with its client states and alliances, the other with its dependent partner that supplies resources and distracts the rival. They call this balance ‘stability,’ yet it is merely the truce between two cities that are themselves already divided within. For every city, as I taught, is at least two cities: the city of the rich and the city of the poor, the city of honor and the city of appetite. Scale that to the whole world and you have your bipolar age. War, or the constant preparation for it, will follow as naturally as shadow follows light, for desire for more: more territory, more influence, more security is insatiable once reason is dethroned.

A 45% chance the world becomes bipolar by 2035 to 2050 with Russia playing the exact role for China that Israel plays for the United States. Here is why this scenario feels increasingly probable and why it matters 👇 Right now the Ukraine war is settling into the most likely outcome: a frozen stalemate along roughly the current front line (38-48% chance). That's why Trump wants to make a peace deal by scaring Europe into settling down by making threats of withdrawing from NATO. Russia holds about 20 percent of Ukrainian territory but cannot conquer more. Ukraine survives as a sovereign state but lacks the strength to roll Russia back. Neither side collapses. The fighting grinds on at lower intensity while endless talks go nowhere. That frozen conflict keeps Europe distracted and bleeding resources for years. China watches this and smiles. Moscow has become its perfect junior partner: energy supplier at discount prices, sanctions evasion route, and constant thorn in the side of the United States and Europe. Russia ties down Western attention and military spending in the west exactly the way Israel ties down American focus in the Middle East. Beijing pays almost nothing in direct costs yet reaps massive strategic dividends. Russia stays dependent but useful, never strong enough to challenge China yet never weak enough to collapse and create chaos on its border. Add the realistic 35-40% risk of a US recession triggered by the AI capex bubble popping sometime before 2028-2030 (blow off top in 2026-2027). American growth has leaned heavily on hyperscaler spending that may slow sharply once revenues fail to catch up. A slowdown forces Washington to pull back from Europe, leaving the burden on an already weary EU. China steps into the vacuum as the indispensable economic and tech pole. The result is not true multipolarity with many equal players. It is bipolarity built on two clear poles: the United States and China. Russia becomes the forward operating asset that keeps the rival camp off balance while Beijing focuses on dominating critical technologies and the Global South. China does not need Russia to win the Ukraine war outright. It only needs the war never to end cleanly. Time, attrition, and economic gravity do the rest. By mid century the map of global power could look simpler and more dangerous than today: two superpowers and their respective spheres with Russia cast as the loyal but junior flank for Beijing. Worth watching closely. The pieces are already sliding into place. If recession happens you will want to buy the dip of both USA and China this time. #Geopolitics $SPY

@elonmusk @yamanakanobody For the sake of what?

@yamanakanobody They want to destroy Japan

結局左翼って日本をどうなって欲しいんだろう

@chutneylife At this rate pretty much anything

Which stocks can double in 1 year?

You can feel the FOMO in the air

ServiceNow lost deals because of the war. Microsoft can't close deals fast enough because their data centers aren't built yet. Completely different problem. Fairwater went live early. Satya Nadella announced the Fairwater data center described as the world's most powerful AI data center came online ahead of schedule. This signals supply constraints are easing faster than feared going into Q3. The ServiceNow trap requires high expectations meeting bad news. $MSFT has low expectations meeting supply improvements. Completely different setup. If Azure growth is >39% Microsoft will fly. 37% is still flat and ok, maybe slightly choppy. If less it's fucked. Combined probability of positive reaction: 70% Combined probability of negative reaction: 30%

@StockSavvyShay @JRupena This story will be already priced in during 2026 tho

@JRupena Software will be a 2027 story.

Software Investors vs. Semiconductor Investors

@TheRooster Only the goyim can have enough copium to praise the logo change during decadence

First time seeing a W logo change I see they were inspired by Apple's Liquid Glass design. A total 180 from the "minimalism" that's ruled the world for the last decade. Hope other brands add some soul to their logos too Before: After:

The AMD/INTC surge this month is a classic “rising tide” for the big cloud buyers scaling AI data centers

In Oct 2025, Oracle and $AMD announced a major expansion: Starting Q3 2026 (literally months from now), OCI will be the first hyperscaler to offer a publicly available AI supercluster powered by 50,000 AMD Instinct MI450 Series GPUs. $ORCL

@AutismCapital It's not that simple to reverse the decadence

The new Xbox logo actually slaps. Going back to its roots.

@xenocosmography Who is killing the most semites nowadays?

"The Jews run everything!" "Including antisemitism?" "Especially antisemitism." FBI + DOJ: "This is in fact correct."

@InternetH0F The whole point of creating art is to give people new thoughts that spark imagination. And that's something none of the studios have balls to do since covid

Asha Sharma became CEO of Xbox only 2 months ago and she's already done some big things for its customers: - Cut Xbox Game Pass Ultimate from $29.99 to $22.99 per month - Announced Project Helix, the codename for the next-gen console - Rebranded from Microsoft Gaming back to simply Xbox - Scrapped the “This is an Xbox” marketing campaign - Committed to human-crafted games and ruled out low-quality AI content - Boosted direct fan engagement on X with faster responses and updates

@TiffanyFong @weebfund

name a man who sits down to pee

Based on what we see now in CPU shortage traid I may assume the probability of this to happen is increasing